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K-1s have their own section in TurboTax.    Where do I enter a Schedule K-1 that I received?   TurboTax Online Go to the K-1 screen under Income in the Federal section. On the Schedules K-1 or Q page, select Yes. On the Did you receive any Schedules K-1? page, select Yes. Select Start next to the type of Schedule K-1 form you have, and enter your information. TurboTax Desktop Open TurboTax and continue your return. Select Search Topics. Search for and select K-1. On the Schedules K-1 and Schedule Q screen, select Yes. Select Start next to the type of Schedule K-1 form you have, and enter your information.

You don't need to enter account numbers - You can enter the one 1099-INT with the total interest.    All you need is the Issuer's tax id number and the total amount of interest.   It doesn't matter if the interest is from one account or ten, it is gets reported on one form from the bank.   

I just updated my display name. I've never filed my taxes with TurboTax on a Mac. It's been Windows 11, and before the the earliest would be Windows 8 on my prior computer. I'm going to try my best to reproduce the problem. But this has literally happened to me every year. Though right now it's saving and opening fine... 

Hi,  I have a retirement plan at work and am over the income limit, so I only get a screen saying I don't qualify for an IRA deduction. For the background, this is the first year I set up IRA for Roth conversion, both were done in 2026 for year 2025. During the final review process, TurboTax keep asking me to enter 1099-R, which I didn't receive one. With the conversion from IRA to Roth made in 2026, I thought I would receive 1099-R in early 2027 for 2026 tax filing?  I think I can bypass this somehow, but wondering if I did something wrong during the IRA entry? Thanks in advance.

A shared policy occurs when a qualified health plan has been purchased from the Marketplace or from a state health care exchange and it covers at least one individual on the tax return and at least one individual not on the tax return. Here is a common scenario where this occurs: the taxpayer enrolled their child who is filing their own return. How are the allocation percentages determined? The policy doesn't have to be allocated evenly between the taxpayers. For example, a policy that consists of a taxpayer, spouse, and their child who is filing his or her own tax return might be allocated 100% to the parents and 0% to the child. Or, three individuals sharing a policy might agree to divide it 50% to one and 25% to the other two. It's up to the taxpayers to decide amongst themselves how they wish to allocate. If the taxpayers sharing the policy cannot agree on an allocation percentage, per the Form 8962 instructions "each taxpayer’s allocation percentage is equal to the number of individuals enrolled by one taxpayer who are included in the tax family of the other taxpayer for the tax year divided by the total number of individuals enrolled in the same policy as the individual(s)."   for all 3 columns for any taxpayer, for that month the same % must be used. The total must be 100% for all taxpayers for that month. Different %'s can be used for different month. the same rules apply     this is the 8962 instructions which supports the above   Under the rules in this section, you and the other taxpayer may agree on any allocation of the policy amounts between the two of you. You may use the percentage you agreed on for every month for which this allocation rule applies, or you may agree on different percentages for different months. However, you must use the same allocation percentage for all policy amounts (enrollment premiums, applicable SLCSP premiums, and APTC) in a month. If you cannot agree on an allocation percentage, each taxpayer’s allocation percentage is equal to the number of individuals enrolled by one taxpayer who are included in the tax family of the other taxpayer for the tax year divided by the total number of individuals enrolled in the same policy as the individual(s). The allocation percentage you use and that you put on line 30 of Form 8962 is the percentage of the policy amounts for the coverage that you will use to compute your PTC and reconcile APTC.  

To get to your W-2 screens in TurboTax to enter your Form W-2 you can:   Click on "Search" in the top right of your TurboTax screen. Type "W-2" in the search bar. Click on the link "Jump to W-2" Your screen will say We'll start with your W-2. Select Work on my W-2. And Continue.  Your screen will say Let's start with a Bit of Info from your W-2. Enter your Employer ID from Box b of your W-2. And Continue. On the next screen select Type it Myself Enter your W-2 information on the next screen  Answer all follow-up questions regarding your Form W-2.   Click here for How do I manually enter my W-2? If you have additional information or questions regarding this, please return to Community and we would be glad to help.

@Someone-Trying-To-Do-Taxes wrote: The computer I'm on now is a Windows 11 MSI laptop that I bought 2 years ago. I created a blank file with nothing in it and it opened fine, so that's ONE time opened successfully. That mean there's absolutely been some bug with the software for years. This has driven me crazy because in prior years, this issue happened the due date when I needed to make a quick fix (so I couldn't use the PDF) before I tried printing. That was before I knew I could import from PDF so I had to rush to redo everything... I might need to test every single one of my types of incomes and deductions saved as its own file to find out what the issue is. I'll report back when I figure it out. Oh, I see there are now 2 users in this thread, which confused me at first.  😁    If this was a common occurrence in the software, with millions of users, the forum should have a lot of postings like yours, when I find only few about file corruption.  If you used Mac computers  up until that Windows 11 you've now tried, I would think it's something in the Mac OS settings.  But you'll know more about Macs than me.  But I know folks need to check for encryption/keychain issues, etc.

You can get to the screens in TurboTax where you would enter information regarding the sale of a home as follows:   Click on Search at the top right of your TurboTax screen Type sale of home in the search box and Enter Click on the link that says Jump to sale of home Continue through your TurboTax screens to answer the questions regarding the sale of your home. Answer all follow-up questions to preperly report your sale. Stock sales are entered under Investments (1099-B). If you used stock to buy a house there is no specific question regarding this. The transactions are reported independently. To enter your stock sales you will:   Click on Search at the top right of your TurboTax screen Type 1099-B in the search box and Enter Click on the link that says Jump to 1099-B Click on Add Investments and Continue Select Skip Import  Click on the box Stocks, bonds, mutual funds (it will turn green) and Continue Enter your Form 1099-B information Answer all follow-up questions to preperly report your sale. Information for your purchased home can be entered under Deductions & Credits, Your Home.  You can enter any mortgage interest, property taxes, and points.   See Also: What is Form 1099-B: Proceeds from Broker Transactions? How does selling a home affect my taxes? Filing Taxes After You Buy a House   Please return to Community if you have any additional information or questions and we would be happy to help.